Keep up to date with new Karbon features and functionality. Every product update is made to address customer requests, enhance performance, and improve the work day for customers.
August 21, 2023
August 212023
Enhance the security of the client portal by offering optional Two-Factor Authentication (2FA) for clients. Plus, it's easier than ever to track and reset client access.
More detailsAugust 14, 2023
August 142023
Send Client Requests to multiple clients with ease, condense more emails into concise summaries with Karbon AI, and create bulk work items from a single template. In Billing and Payments, clients can securely store payment details for future use.
More detailsJuly 25, 2023
July 252023
Create an email task directly in a work template, and use it for future work items.
More detailsJuly 06, 2023
July 062023
Maintain organized contacts through a two-way sync with XPM. Find what you need quickly with a new search tab, exclude words, and search contacts by phone or registration number. Gain insights into team capacity using the KPI Resource workbook.
More detailsJuly 03, 2023
July 032023
One of the most highly requested features by our community—email templates—are now available.
More detailsJune 14, 2023
June 142023
Synchronize your Karbon contacts with VXT, and automatically generate work items and contact notes from calls. In other updates, easily access KPI workbooks on the intelligence tab and harness the power of AI in email and tasks.
More detailsMay 24, 2023
May 242023
The latest KPI workbooks provide work-in-progress (WIP) and budget insights, while Billing and Payments beta enhancements improve the billing process for greater efficiency.
More detailsMay 12, 2023
May 122023
A new external name field for work items gives you greater flexibility, while more new functionality has been added to the Billing and Payments beta.
More detailsMay 03, 2023
May 032023
Karbon AI in beta. Summarize emails, prioritize your inbox, draft emails and adjust your tone.
More detailsApril 20, 2023
April 202023
The integration between Karbon and Xero Practice Manager is now in beta. Sync XPM and Karbon contacts in minutes and keep all your information centralized and up-to-date.
More details
